Ha&W Wealth Management LLC — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ha&W Wealth Management LLC is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $44,023 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $44,023
- Reported indirect compensation
- $0
- Total reported compensation
- $44,023
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Belnick, Inc. | GA | 1 | $20,993 |
| National Custom Corporate Services, Inc. | GA | 1 | $13,705 |
| Rational Cooking Systems, Inc. | IL | 1 | $9,325 |
State footprint
Plans reporting Ha&W Wealth Management LLC are sponsored in GA (2), IL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Belnick, Inc. | Belnick, Inc. Retirement Trust | 2023 | $20,993 | $0 |
| National Custom Corporate Services, Inc. | G&A Managers, LLC Retirement Plan | 2023 | $13,705 | not reported in the loaded dataset |
| Rational Cooking Systems, Inc. | Rational Cooking Systems, Inc. 401(K) Plan | 2023 | $9,325 | $0 |
Related Form 5500 pages
- Belnick, Inc. Retirement Trust (plan 001)
- Belnick, Inc. — all reported plans
- G&A Managers, LLC Retirement Plan (plan 001)
- National Custom Corporate Services, Inc. — all reported plans
- Rational Cooking Systems, Inc. 401(K) Plan (plan 002)
- Rational Cooking Systems, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources